Current Opportunities
The Role
We are looking to fill this role at either Analyst or Associate level. You’ll ideally have between 2 and 5 years’ experience in institutional equities, dealing with domestic and offshore long only clients.
This is an excellent opportunity to work closely with the Head of Sales Trading. A typical day could include:
- Helping to produce morning reports
- Preparing morning market commentary
- Summarising research reports
- Summarising desk trading ideas
- Communicating client flow
- Utilising Iress and Bloomberg for IOI management
You must be able to demonstrate excellent verbal and written communication skills and be able to prioritise your workload with your strong organisational skills. The work can at times be high pressure, so your ability to take direction and excel in that environment will be critical to your success.
A thorough knowledge of Bloomberg and Iress is preferred, as is an intermediate knowledge of Excel. A DTR licence is highly regarded, but not necessary.
How to apply
For a confidential conversation or to submit an application please contact Mim at careers@eap.com.au quoting Junior Sales Trader in the subject line.
We have a range of benefits that we think you’ll like including daily breakfast options, purchased annual leave, and discounted services.
We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right. We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.
E&P Financial Group (E&P) is an ASX-listed business delivering financial services across institutional sales and trading, corporate advisory, wealth management, and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions.
An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.
Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration.
We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you. Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.
The Team
The sales and trading team is a small team of ten that sits within the Institutional Equities business across our Sydney and Melbourne locations. The team are passionate about markets and are proud to be recognised in recent industry surveys as one of the best in sales and small cap trading. In this high touch role, we understand that our clients always come first.
The Role
We are looking for an experienced Paraplanner to join our team in Melbourne. You will have the opportunity to not only to support experienced Advisors with their clients but may also have the opportunity to support the firm generating revenue through your management of internal referrals.
As a Paraplanner, your role will encompass all aspects of paraplanning, client interaction, compliance and administration. It will provide you with both interesting and rewarding work where you will be a valued member of the team and make a real difference to our client’s lives.
A typical day may include:
- Discuss and finalise appropriate financial strategies with the Financial Advisor and prepare draft Statements of Advice.
- Coordinate implementation of accepted Statements of Advice.
- Liaise with and respond to client enquiries on behalf of the Financial Advisor.
- Coordinate and review client information and prepare for client meetings.
- Accompany the Financial Advisor to client meetings.
- Maintain compliance procedures.
About You
Key to your success in the role will be:
- 3-5 years of experience as a Paraplanner.
- FASEA / ASIC compliant.
- Diploma of Financial Planning or relevant tertiary qualification.
- Strong knowledge of financial planning principles, and investment products.
- Ability to use technology, advice preparation software and client management systems.
- Excellent verbal and written communications skills.
- Strong attention to detail.
- A willingness to learn.
- Strong analytical skills
- Your self-driven approach.
How to apply
Applications can be submitted via Seek or LinkedIn. Should you have any questions or require any specific support or adjustments throughout the recruitment process and beyond, please contact Steph at careers@eandp.com.au quoting “Paraplanner – Melbourne” in the subject line and we will be happy to assist.
We have a range of benefits that we think you’ll like including daily breakfast options, purchased annual leave, and discounted services.
We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right. We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.
E&P Financial Group (E&P) is an ASX-listed business delivering financial services across institutional sales and trading, corporate advisory, wealth management, and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions.
An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.
Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration.
We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you. Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.
The Role
As a Financial planning & analysis analyst/ Management accountant at E&P, you will serve as a key member of the Group Finance team, focusing primarily on internal financial planning, analysis, accounting, and reporting functions. You will play a critical role in supporting the company’s financial objectives and strategic initiatives through comprehensive financial planning, analysis, accounting expertise and board pack preparation. Your roles and responsibilities may include:
- Conduct financial analyses, including budgeting, variance analysis, and performance reporting, to support strategic decision-making processes.
- Prepare financial reports, presentations, and board packs for executive management and board meetings.
- Preparation of internal financial statements, including income statements, balance sheets, and cash flow statements.
- Participate in special corporate finance projects and initiatives driven by management, such as process improvements, financial optimisation initiatives, and strategic planning efforts.
- Ensure accuracy and integrity of financial data by performing reconciliations, journal entries, and financial analysis.
- Collaborate with internal stakeholders to develop and maintain comprehensive financial plans and forecasts.
- Support internal and external audit processes as needed.
You will be a high achiever with 1-2 years of experience in professional or financial services, and currently studying or recently completed CA/CPA. Organisation and time management skills are a must. Our environment can be fast-paced, and we work with multiple stakeholders (including internal teams, executive management and board of directors) at any one time, so your ability to manage competing priorities is equally as important as your Accounting skills. We also use a variety of AP systems such as SAP, Sage Accpac, Concur etc. so experience with these is desirable. When it comes to our clients, our service standards are high, so you’ll be a natural when it comes to communication and building strong relationships.
For a confidential conversation please contact Beau at careers@eap.com.au quoting “FPA Sydney” in the subject line.
We have a range of benefits that we think you’ll like including daily breakfast options, purchased annual leave, and discounted services.
We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right. We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.
E&P Financial Group (E&P) is an ASX-listed business delivering financial services across institutional sales and trading, corporate advisory, wealth management, and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions.
An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.
Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration.
We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you. Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.
